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Portfolio (Quarterly) Guide ↗

GENESIS PRIVATE WEALTH, LLC

· CIK 0001965529
13F Portfolio $356M AUM 192 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 80 Added 66 Reduced 10 Exited
Page 6 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JNJ JOHNSON & JOHNSON Healthcare 1,629.0 $414K 0.12% -131.0 -7.4% $253.97 +5.5%
102 IJS ISHARES TR 3,016.0 $412K 0.12% $136.68 +0.6%
103 V VISA INC Financial Services 1,178.0 $404K 0.11% -33.0 -2.7% $343.11 +11.2%
104 MDT MEDTRONIC PLC Healthcare 5,067.0 $396K 0.11% +677.0 +15.4% $78.23 +16.6%
105 ANET ARISTA NETWORKS INC Technology 2,331.0 $396K 0.11% +60.0 +2.6% $169.88 +15.0%
106 LIN LINDE PLC Basic Materials 763.0 $396K 0.11% +356.0 +87.5% $518.98 -5.7%
107 AMGN AMGEN INC Healthcare 1,042.0 $377K 0.11% +15.0 +1.5% $362.13 +19.4%
108 CVX CHEVRON CORPORATION Energy 2,233.0 $370K 0.10% -575.0 -20.5% $165.76 +21.8%
109 IAU ISHARES GOLD TR Financial Services 4,868.0 $368K 0.10% +435.0 +9.8% $75.51 +11.0%
110 PEP PEPSICO INC Consumer Defensive 2,708.0 $367K 0.10% -15.0 -0.6% $135.40 +4.2%
111 BAC BANK OF AMER CORP Financial Services 6,332.0 $361K 0.10% +207.0 +3.4% $56.98 +9.4%
112 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,704.0 $356K 0.10% $96.12 -51.2%
113 JMUB J P MORGAN EXCHANGE TRADED F 6,985.0 $354K 0.10% +227.0 +3.4% $50.65 -2.1%
114 WRB BERKLEY W R CORP Financial Services 4,915.0 $347K 0.10% +31.0 +0.6% $70.53 -3.0%
115 FE FIRSTENERGY CORP Utilities 7,176.0 $341K 0.10% +294.0 +4.3% $47.54 -3.5%
116 BLK BLACKROCK INC Financial Services 348.0 $335K 0.09% -2.0 -0.6% $961.56 +21.1%
117 BA BOEING CO Industrials 1,533.0 $332K 0.09% $216.47 -3.1%
118 SNY SANOFI SA Healthcare 7,644.0 $326K 0.09% -412.0 -5.1% $42.66 +5.1%
119 VZ VERIZON COMMUNICATIONS INC Communication Services 7,684.0 $325K 0.09% +2K +30.3% $42.34 +18.3%
120 PAYX PAYCHEX INC Industrials 3,272.0 $322K 0.09% -89.0 -2.6% $98.33 +29.2%
Page 6 of 10  ·  192 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.7%
Technology 26.6%
Healthcare 9.5%
Industrials 8.0%
Communication Services 6.2%
Consumer Cyclical 4.3%
Consumer Defensive 3.8%
Utilities 3.8%
Energy 3.1%
Real Estate 1.4%